Reply to @metalcorn : I have yet to invest in any of the companies, though they keep popping up on my screens. Wilmar should see a catalyst in the listing of its China operations in Shanghai by the end of the year. It has a sizeable presence in China, being the largest edible oil refiner as well as rice and flour miller.
YZJ should see strong growth given that the yards are full for this year and next. Balance sheet is also strong, with a sizeable cash hoard. But it will be affected by a potential weakening of the USD.
Thanks everyone for participating in our first AMA sessions ever. The AMA sessions have now officially come to an end.
A special shout-out to our kind AMA hosts for answering all our community members' questions! They did a great job!
We will have more of such sessions to come, for now Happy CNY everyone!
Hi all, I believe I have replied to all your queries. If I happen to miss anyone out, give me a shout!
Thanks so much for participating. It has been fun :)
Reply to @Terence_Wong : Hi Terence, appreciate you coming to share.
What are your thoughts on Wilmar and YZJ? is it too late for an investor to get in to take advantage of any upside?
Reply to @metalcorn : I have yet to invest in any of the companies, though they keep popping up on my screens. Wilmar should see a catalyst in the listing of its China operations in Shanghai by the end of the year. It has a sizeable presence in China, being the largest edible oil refiner as well as rice and flour miller.
YZJ should see strong growth given that the yards are full for this year and next. Balance sheet is also strong, with a sizeable cash hoard. But it will be affected by a potential weakening of the USD.